Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Hold
10,230
0.01% 407
2025
Q1
$283K Sell
10,230
-7,000
-41% -$194K 0.01% 385
2024
Q4
$562K Buy
17,230
+797
+5% +$26K 0.01% 340
2024
Q3
$589K Sell
16,433
-1,457
-8% -$52.3K 0.01% 362
2024
Q2
$627K Buy
+17,890
New +$627K 0.01% 358